How Certifier integrates with Microsoft Forms
Microsoft Forms writes each new response into a connected Excel Online workbook. Certifier monitors the selected worksheet, reads the mapped response values, and issues a certificate, badge, or digital credential from your chosen Credential Template.
Recipient Name and Recipient Email must be included as required questions. Other responses, such as score, course, date, department, or employee ID, can populate credential fields and custom attributes.
Certifier and Microsoft Forms workflows
Available workflows (1)
Setup steps
- 1
Create your Microsoft Form with two required fields: recipient name and email.
- 2
Submit one test response, then open View Responses > Open Results in Excel to generate the connected spreadsheet.
- 3
In Certifier, design your certificate in the Designs tab and attach it to a group in the Groups tab.
- 4
Open the Integrations tab, search Microsoft Forms or Excel, and select the native Excel template.
- 5
Set the trigger to New row added, connect your Microsoft account, and select your spreadsheet and worksheet.
- 6
Choose Issue Credential, map the recipient name and email, then click Save & Activate.
Resources and manuals
Certifier has native forms now
Collect responses and issue certificates in one place.
Key benefits
Automate credentials from Microsoft Forms
New form responses move from the connected Excel workbook into Certifier without repeated exports or manual certificate creation.
Verifiable and secure
Certifier manages the issued credential from the Microsoft Form, recipient delivery, verification page, and later corrections or resends.
Set up in 10 minutes or less
Connect once, map your columns, and test in draft mode before automatically issuing credentials from form responses.
Is this integration right for you?
Use Microsoft Forms when a submitted response confirms completion, attendance, acknowledgement, or another outcome that should earn a credential.
Online educators and courses
Collect completions or assessments through Microsoft Forms and turn them into credentials.
Corporate L&D
Issue training, acknowledgement, or compliance credentials using employee details captured through Microsoft Forms.
Events and professional education
Collect attendance confirmations, feedback, member details, or credit information and issue participation credentials at scale.
Frequently asked questions
Yes. Microsoft Forms does not connect to Certifier directly. It sends responses to a linked Excel Online workbook, and Certifier issues a credential for each new row. You set this up once by opening your form responses in Excel, and the connection runs automatically from there.
Yes, but not by reviewing responses after an already-active automation has issued them. If your Microsoft Form captures a score or pass/fail result, you can review responses in Excel and keep only the qualifying entries before they are issued.
No. Recipients get their certificate directly by email as a secure PDF and a link to a verifiable digital credential page. They do not need to register or log in to Certifier.
Yes. The Microsoft Forms integration is available to all Certifier users, including those on the free plan. Standard monthly issuance limits for your selected plan still apply.
For predictable results, connect a workbook that contains only headers and add recipient data after the automation is active. Certifier issues credentials for new rows as they arrive, so any responses already in the sheet at activation may be processed and counted toward your issuance limit. If you have a completed batch to recognize, export it as a CSV or XLSX and issue those credentials directly from the Credentials tab.
The automation reads your workbook by its file name, tab name, and column positions, so keep these stable once it is live: do not rename the file or worksheet, reorder tabs, or move and insert columns. Add new responses below existing rows rather than above them, and make sure every row includes a valid recipient name and email. An active automation cannot be edited, so to update field mapping or credential settings, delete it and create a new one.
